Weaver Consulting Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
929
+421
| +83% | +$131K | 0.08% | 178 |
|
|
2025
Q1 | $266K | Buy |
508
+59
| +13% | +$30.9K | 0.08% | 187 |
|
|
2024
Q4 | $227K | Sell |
449
-5
| -1% | -$2.53K | 0.07% | 199 |
|
|
2024
Q3 | $265K | Sell |
454
-42
| -8% | -$24.6K | 0.08% | 178 |
|
|
2024
Q2 | $253K | Sell |
496
-97
| -16% | -$49.4K | 0.09% | 168 |
|
|
2024
Q1 | $293K | Buy |
593
+26
| +5% | +$12.9K | 0.11% | 157 |
|
|
2023
Q4 | $299K | Sell |
567
-18
| -3% | -$9.48K | 0.12% | 144 |
|
|
2023
Q3 | $295K | Buy |
585
+45
| +8% | +$22.7K | 0.13% | 138 |
|
|
2023
Q2 | $260K | Buy |
540
+79
| +17% | +$38K | 0.11% | 147 |
|
|
2023
Q1 | $218K | Buy |
461
+6
| +1% | +$2.84K | 0.1% | 165 |
|
|
2022
Q4 | $241K | Buy |
455
+3
| +0.7% | +$1.59K | 0.12% | 149 |
|
|
2022
Q3 | $228K | Buy |
452
+8
| +2% | +$4.04K | 0.13% | 145 |
|
|
2022
Q2 | $228K | Hold |
444
| – | – | 0.13% | 147 |
|
|
2022
Q1 | $226K | Sell |
444
-1
| -0.2% | -$509 | 0.11% | 154 |
|
|
2021
Q4 | $223K | Buy |
+445
| New | +$223K | 0.11% | 155 |
|
|
2020
Q4 | – | Sell |
-355
| Closed | -$111K | – | 857 |
|
|
2020
Q3 | $111K | Hold |
355
| – | – | 0.06% | 181 |
|
|
2020
Q2 | $105K | Hold |
355
| – | – | 0.06% | 185 |
|
|
2020
Q1 | $89K | Hold |
355
| – | – | 0.06% | 174 |
|
|
2019
Q4 | $77K | Hold |
355
| – | – | 0.04% | 187 |
|
|
2019
Q3 | $91K | Hold |
355
| – | – | 0.05% | 170 |
|
|
2019
Q2 | $87K | Hold |
355
| – | – | 0.05% | 165 |
|
|
2019
Q1 | $88K | Buy |
+355
| New | +$88K | 0.02% | 348 |
|